Savart PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Savart Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.23.93 Cr.
Avg. 1 Year Return 15.64%
Active Clients 34
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 2 Year

Savart PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Hyderabad, Telangana

Founder

Sankarsh Chanda & Jagadeeshwar Chanda

Founded In (year)

2023

Savart Portfolio Management Service Performance or Returns

1 Year

15.64%

Nifty 50 - 1 Year

10.74%

3 Year

NA

Nifty 50 - 3 Year

20.15%

5 Year

NA

Nifty 50 - 5 Year

11.52%

Savart PMS Charges or Fees

Fixed Fees

2.50% of Fund Value (AMC)

Variable AMC

1.75% of Fund value

Variable Profit Sharing

30% sharing over S&P BSE 500

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Best Strategies by Savart Portfolio Management Services

Check out various strategies or Investment approaches provided by Savart Portfolio Managers.

Strategy Name ASTRA
Start Date 27-Sep-23
Category MULTI CAP & FLEXI CAP
Benchmark S&P BSE 501
AUM (Rs.) 23.93
No. of Stocks NA
1 Yr. Return 15.64%
3 Yr. Return NA
5 Yr. Return NA
Fund Manager Mr. Aditya Ranade

Top Fund Managers of Savart PMS

#1

Mr. Aditya Ranade

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Investment Facilities provide by Savart Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Savart Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Savart PMS Dashboard Link

Web Platform


Savart PMS Review or Ratings by Finec.in

Overall Rating

7.51 / 10

Portfolio Performance

7.66 / 10

Support

7.47 / 10

Facilities

7.70 / 10

Charges

7.40 / 10

Experience

7.32 / 10

Savart Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000008011

Contact Person

Kranthi Chaitanya Pulluru

Telephone No.

91 9885012380

Address

1-2-302, Domalguda, HYDERABAD, TELANGANA, 500029

Starting Date

Apr 12, 2023

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Savart PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Savart Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Savart PMS

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